The estate pays estate tax before assets are distributed, while inheritance tax is paid by the beneficiaries who receive the ...
Understanding the Stepped-Up Basis Benefit Before It's Too Late Here's the thing about estate planning: most people don't think about it until it's too late. The stepped-up basis provision has been ...
With unused pension funds set to fall within the scope of inheritance tax from April 2027, investors are being forced to ...
Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving government benefits, managing family dynamics, giving to charitable causes and using ...
Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may now be maxing out their loved ones’ JISA allowance instead. Junior ISAs (JISAs) are emerging as ...
Families who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents ...
Simon Jenkins​Managing DirectorCurtis Legal As a probate expert working with families and business owners across Wales, I see ...
John Kerwood is considering moving abroad to save his daughters from a hefty inheritance tax bill - Christopher Pledger. Have ...